Connect Conta Azul Financeiro with Yampi

Unlock the superpowers of Conta Azul Financeiro + Yampi and automate your tasks without having to write a single line of code.

Conta Azul Financeiro and Yampi
your way

Check out the available triggers and actions in the automation of apps Conta Azul Financeiro + Yampi

Conta Azul Financeiro-icon

New account receivable

When a new account receivable is created in Conta Azul Financeiro

Trigger

Information from Conta Azul Financeiro that can be used and sent to other apps.

Bill to Receive: ID

Bill to Receive: Status

Bill to Receive: Total Amount

Bill to Receive: Description

Bill to Receive: Due date

Bill to Receive: Unpaid amount

Bill to Receive: Paid amount

Bill to Receive: Creation date

Bill to Receive: Last modification date

Client: ID

Client: Name

Client: Email

Client: Cellphone

Client: ID Document

Receivables: Delays

Receivables: This month

Payments: Delays

Payments: This month

Client: Business phone

Client: Creation date

Client: Person type

Client: ZIP Code

Client: Street

Client: Address number

Client: Address complement

Client: Neighborhood

Client: City

Client: State

Client: Country

Yampi-icon

Paid order

For each paid order on Yampi

Trigger

Information from Yampi that can be used and sent to other apps.

Order items

Order: Status

Order: Number

Order: Total amount

Order: Subtotal of products

Order: Shipping cost

Order: Discount amount

Order: Fee amount

Delivery: Deadline (in days)

Order: Creation date and time

Order: Creation time zone

Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)

Order: Creation date in format (DD/MM/YYYY)

Order: Creation time in format (H:M:S)

Delivery: Estimated date and time

Delivery: Forecast time zone

Delivery: Estimated date and time in the format (DD/MM/YYYY - H:M:S)

Delivery: Expected date in the format (DD/MM/YYYY)

Delivery: Estimated time not format (H:M:S)

Customer: IP number

Delivery: ID

Delivery: Street

Delivery: Number

Delivery: Neighborhood

Delivery: Person who will receive the order

Delivery: Zip Code

Delivery: Complement

Delivery: City

Delivery: State

Delivery: UF

Delivery: Country

Delivery: Full address

Delivery: Shipping service

Customer: ID

Customer: Name

Customer: First name

Customer: Last name

Customer: Email

Customer: CPF

Customer: CNPJ

Customer: Company name

Customer: Birthday date

Customer: Telephone/Cell phone with area code without formatting (e.g.: 21999999999)

Customer: Telephone/Cellular area code

Customer: Telephone/Cellphone

Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)

Customer: Whatsapp Link

Order: Name of products (separated by comma)

Order: SKU code of the products (separated by a comma)

Order: Price of products (separated by comma)

Order: Quantity of products purchased (separated by commas)

Order: [SKUs] Name - price x quantity of products (separated by commas)

Order: Product customizations (separated by a comma in the format 'customization name - customer choice')

Transaction: Holder's name

Transaction: Installments

Transaction: Installment amount

Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)

Transaction: Payment type

Order: Coupon code used

Order: Description of the coupon used

Transaction: Payment date and time

Transaction: Payment time zone

Transaction: Date and time of payment in the format (DD/MM/YYYY - H:M:S)

Transaction: Payment date in the format (DD/MM/YYYY)

Transaction: Payment time in the format (H:M:S)

Conta Azul Financeiro-icon

New account payable

When a new accounts payable entry is created in Conta Azul Financeiro

Trigger

Information from Conta Azul Financeiro that can be used and sent to other apps.

Accounts Payable: ID

Accounts Payable: Status

Accounts Payable: Total Amount

Accounts Payable: Description

Accounts Payable: Due date

Accounts Payable: Unpaid amount

Accounts Payable: Paid amount

Accounts Payable: Creation date

Accounts Payable: Last modification date

Supplier: ID

Supplier: Name

Supplier: Email

Supplier: Cellphone

Supplier: Document

Receivables: Overdue

Receivables: This Month

Payments: Overdue

Payments: This Month

Supplier: Business Phone

Supplier: Creation Date

Person: Type

Supplier: ZIP Code

Supplier: Street

Supplier: Address Number

Supplier: Address Complement

Supplier: Neighborhood

Supplier: City

Supplier: State

Supplier: Country

Yampi-icon

Order canceled

For each order canceled on Yampi

Trigger

Information from Yampi that can be used and sent to other apps.

Order items

Order: Status

Order: Number

Order: Total amount

Order: Subtotal of products

Order: Shipping cost

Order: Discount amount

Order: Fee amount

Delivery: Deadline (in days)

Order: Creation date and time

Order: Creation time zone

Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)

Order: Creation date in format (DD/MM/YYYY)

Order: Creation time in format (H:M:S)

Delivery: Estimated date and time

Delivery: Forecast time zone

Delivery: Estimated date and time in the format (DD/MM/YYYY - H:M:S)

Delivery: Expected date in the format (DD/MM/YYYY)

Delivery: Estimated time not format (H:M:S)

Customer: IP number

Delivery: ID

Delivery: Street

Delivery: Number

Delivery: Neighborhood

Delivery: Person who will receive the order

Delivery: Zip Code

Delivery: Complement

Delivery: City

Delivery: State

Delivery: UF

Delivery: Country

Delivery: Full address

Delivery: Shipping service

Customer: ID

Customer: Name

Customer: First name

Customer: Last name

Customer: Email

Customer: CPF

Customer: CNPJ

Customer: Company name

Customer: Birthday date

Customer: Telephone/Cell phone with area code without formatting (e.g.: 21999999999)

Customer: Telephone/Cellular area code

Customer: Telephone/Cellphone

Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)

Customer: Whatsapp Link

Order: Name of products (separated by comma)

Order: SKU code of the products (separated by a comma)

Order: Price of products (separated by comma)

Order: Quantity of products purchased (separated by commas)

Order: [SKUs] Name - price x quantity of products (separated by commas)

Order: Product customizations (separated by a comma in the format 'customization name - customer choice')

Transaction: Holder's name

Transaction: Installments

Transaction: Installment amount

Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)

Transaction: Payment type

Order: Coupon code used

Order: Description of the coupon used

Yampi-icon

Created order

For each new created order on Yampi

Trigger

Information from Yampi that can be used and sent to other apps.

Order items

Order: Current status

Order number

Order: Total amount

Order: Subtotal of products

Order: Shipping cost

Order: Discount amount

Request: Fee amount

Order: Deadline (in days) for delivery

Order: Creation date and time

Request: Creation time zone

Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)

Order: Creation date in format (DD/MM/YYYY)

Order: Creation time in format (H:M:S)

Delivery: Estimated date and time

Delivery: Forecast time zone

Delivery: Expected date and time in the format (DD/MM/YYYY - H:M:S)

Delivery: Expected date in the format (DD/MM/YYYY)

Delivery: Estimated time not format (H:M:S)

Customer: IP number

Delivery: ID

Delivery: Street

Delivery: Number

Delivery: Neighborhood

Delivery: Person who will receive the order

Delivery: Zip Code

Delivery: Complement

Delivery: City

Delivery: State

Delivery: UF

Delivery: Country

Delivery: Full address

Delivery: Shipping service

Customer: ID

Customer: Name

Customer: First name

Customer: Last name

Customer: Email

Customer: CPF

Customer: CNPJ

Customer: Company name

Customer: Birthday date

Customer: Telephone/Mobile: number with area code without formatting (e.g.: 21999999999)

Customer: DDD Telephone/Cellular

Customer: Telephone/Cellular

Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)

Customer: Link Whatsapp

Order: Name of items (separated by comma)

Order: SKU code of the products (separated by a comma)

Order: Price of products (separated by comma)

Order: Quantity of products purchased (separated by comma)

Order: [SKUs] Name - price x quantity of products (separated by commas)

Order: Customizations (separated by a comma in the format 'customization name - customer choice')

Transaction: Holder's name

Transaction: Installments

Transaction: Installment amount

Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)

Order: Payment type used

Conta Azul Financeiro-icon

Create accounts receivable

create an accounts receivable in Conta Azul Financeiro

Action

Fields in Conta Azul Financeiro that can receive information from other apps.

Accounts receivable: Accrual date Required

Accounts receivable: Amount Required

Accounts receivable: Observation Required

Accounts receivable: Description Required

Bank account selection mode

Accounts receivable: Account

Bank account

Category selection mode

Accounts receivable: Category

Category

Client: Name Required

Client: Type Required

Client: Profile type Required

Cost center selection mode

Accounts receivable: Cost center

Centro de custo

Bill due date

Client: Document

Bill interest

Bill fine

Bill tax

Client: Code

Customer: Opted for Simples Nacional (Brazilian Simplified Taxation System)

Customer: Public agency

Client: Trade name

Client: ID

Client: Birthday

Client: Email

Client: Commercial phone

Client: Cellphone

Client: Observation

Client: Origin

Address: ZIP code

Address: Street name

Address: Number

Address: Complement

Address: Neighborhood

Address: City

Addres:s State

Address: Country

Customer: State registration

Customer: National registration

Client: SUFRAMA inscription

Additional contact: Name

Additional contact: Email

Additional contact: Telephone

Additional contact: Cellphone

Additional contact: Office name

Installments: Interval

Installments: Number

Installments: Custom interval

Conta Azul Financeiro-icon

Create accounts payable

create an accounts payable in Conta Azul Financeiro

Action

Fields in Conta Azul Financeiro that can receive information from other apps.

Accounts payable: Accrual date Required

Accounts payable: Amount Required

Accounts payable: Observation Required

Accounts payable: Description Required

Bank account selection mode

Accounts payable: Account

Bank account

Category selection mode

Accounts payable: Category

Category

Client: Name Required

Client: Type Required

Client: Profile type Required

Cost center selection mode

Accounts payable: Cost center

Centro de custo

Bill due date

Client: Document

Bill interest

Bill fine

Bill tax

Client: Code

Customer: Opted for Simples Nacional (Brazilian Simplified Taxation System)

Customer: Public agency

Client: Trade name

Client: ID

Client: Birthday

Client: Email

Client: Commercial phone

Client: Cellphone

Client: Observation

Client: Origin

Address: ZIP code

Address: Street name

Address: Number

Address: Complement

Address: Neighborhood

Address: City

Addres:s State

Address: Country

Customer: State registration

Customer: National registration

Client: SUFRAMA inscription

Additional contact: Name

Additional contact: Email

Additional contact: Telephone

Additional contact: Cellphone

Additional contact: Office name

Installments: Interval

Installments: Number

Installments: Custom interval

Didn't find your use case? Send suggestion.

Automate Conta Azul Financeiro and Yampi
with Pluga integrations

Explore automation templates

Trusted by over 10.000 amazing companies

How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate Conta Azul Financeiro + Yampi
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
Conta Azul Financeiro-icon

Conta Azul Financeiro

ERP

Conta Azul Financeiro is the Conta Azul ERP module responsible for managing financial records such as: accounts payable, accounts receivable, expense categories, revenue categories, and cost centers.

Integrations with Conta Azul Financeiro Visit Conta Azul Financeiro
Yampi-icon

Yampi

Ecommerce

Yampi is an e-commerce and payment platform. With it, you can create your online store and benefit from management and sales features. The platform also offers the option to operate as a dropshipping service and provides easy store customization.

Integrations with Yampi Visit Yampi

Frequently Asked Questions

  • With Pluga, you can easily automate Conta Azul Financeiro com Yampi . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By automating Conta Azul Financeiro with Yampi on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Conta Azul Financeiro, Yampi, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.